Managing Locations and Phone Numbers

Single-Location Businesses

If you have one location, you don't need to think about locations at all. A default location is created during onboarding, and the location selector is hidden from your dashboard. Everything works at the org level.

How Multi-Location Works

Today: one phone number per organization. That single number handles all your locations. Your agent knows about every location — addresses, hours, team members, services. When a caller needs location-specific help (booking, directions, hours), the agent asks which location they need. For general questions, it answers without asking.

You don't need a separate phone number for each location, and the platform doesn't currently let you add additional numbers — one number, one agent, all locations.

Multiple phone numbers — coming in v2 (post-launch)

Adding extra phone numbers and associating each with whatever locations you choose is on the roadmap for v2 (post-launch). When that ships, you'll be able to:

• Buy additional phone numbers from the dashboard (or bring your own via BYOT)
• Associate each number with the locations of your choice — one specific location, a chosen group of locations, or all of them
• For example, one number for your three eastern offices and another for your two western offices

Until then, if you have a use case that needs more than one phone number, ask Allison to create a support ticket so the team can prioritize it.

Adding a Location

1. Go to Locations in the sidebar
2. Click Add Location
3. Enter the location name, address, city, state, and zip
4. Click Save

The timezone is automatically detected from the address — no manual selection needed. Coordinates are also stored for future features like service-area routing.

Location-Specific Configuration

Each location can have its own:

• Business hours and holidays — different schedule per office
• Quick Facts — location-specific parking, directions, details
• FAQs — location-specific information
• Policies — location-specific rules (override org-level)
• Team members — staff assigned to that location
• Escalation rules — location-specific routing
• Catalog items — location-specific services or pricing
• Booking calendars — calendars attached to specific locations and team members

Org-level configuration applies to all locations by default. Location-specific entries add to or override the org-level settings.

What Your Agent Knows

For multi-location businesses, your agent's prompt includes all locations with:

• Name and address
• Timezone
• Business hours (from schedules)

The agent uses this to answer questions like "What are your hours at the downtown office?" or "Which location is closer to me?" without needing to search.

Dashboard Location Selector

With multiple locations, a location selector appears in the sidebar. Use it to filter what you see:

• View calls for a specific location
• See location-specific knowledge, catalog items, and escalation rules

Select "All Locations" to see everything across your organization.

Billing

Billing is at the organization level. All locations share one subscription. Usage can be viewed per location but is billed together. There are no per-location fees.

Adding Locations via Conversation

You can ask Allison to add a new location or update an existing location's details (name, address) — through the dashboard chat or by calling Allison. For example: "Add a new location called Eastside Office at 456 Oak Ave, Portland, OR 97201." Deleting locations is managed through the dashboard.